BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.64M
3
+$2.3M
4
NEE icon
NextEra Energy
NEE
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.11M

Top Sells

1
+$9.25M
2
+$4.38M
3
+$1.89M
4
GIS icon
General Mills
GIS
+$1.72M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.57M

Sector Composition

1 Technology 21.21%
2 Healthcare 14.88%
3 Industrials 8.28%
4 Financials 8.11%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.4M 1.16%
204,014
+17,356
27
$15.2M 1.14%
135,732
-6,897
28
$15.2M 1.14%
62,173
+244
29
$15M 1.12%
286,358
-2,039
30
$13.8M 1.04%
34,303
+232
31
$13.8M 1.04%
107,314
+263
32
$13.7M 1.03%
168,713
+2,503
33
$13.4M 1%
147,088
-2,004
34
$13.1M 0.98%
62,340
+3,235
35
$12.4M 0.93%
103,309
-210
36
$12.1M 0.91%
159,833
-2,039
37
$12M 0.9%
84,105
-9,565
38
$11.1M 0.83%
34,438
+7,148
39
$11M 0.82%
23,119
+614
40
$10.7M 0.8%
208,911
+14,041
41
$10.6M 0.79%
52,383
-1,119
42
$10.6M 0.79%
33,111
-1,838
43
$10.4M 0.78%
20,559
-3,110
44
$10.2M 0.76%
88,472
-1,660
45
$10.1M 0.76%
35,581
+1,074
46
$9.99M 0.75%
66,988
-5,851
47
$9.75M 0.73%
89,979
-445
48
$9.69M 0.73%
63,659
-412
49
$8.93M 0.67%
175,438
+21,734
50
$8.58M 0.64%
148,599
+504
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